4.1. Add New Fields

When working with SharePortals, you may find you need to add new fields to its record types.

For example, your organisation may wish to capture and store the date that a Task has been actioned.

*Fields are configured as columns in SharePoint.

• First, navigate to the Site contents of the SharePoint site you are using SharePortals with:
  
• Click Site Settings.
• Click Site columns under Web Designer Galleries.
• Click Create.
• Enter a name for the new column. Here, we give it the name Actioned.
• We can now define what type of information our new column will hold. Our Actioned column will store the date the task was actioned, so click on Date and Time.
• We can either store our new column information in an existing group, or create our own group for it.

*It is a good idea to create your own group and give it a name such as “Our Custom Columns” or similar. Storing your own columns and other custom information in your own group will allow you to locate that information much more easily if needed in future.

• Click the New group: radio button and enter a name for your new site column group.
• There are also additional column settings that can be configured, such as whether the column requires a value, whether the values must be unique, default values and similar options.
• Once you have configured your new column the way you want it, click OK.